TFG Dialer

Sign in with the same email and password you use for TFG Longevity Tracker.

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TFG Dialer
Tracker ↗
Not dialing
0Dials today
0Talked to
0Sold
$0Premium

Goal: 200 dials a day. Hit your dials and you won the day.

Script

Open: "Hi, is this [first name]? This is [your name] with Turner Financial Group. You filled out a request a while back about final expense coverage, the plans that help cover funeral costs. Did I catch you at an okay time?"

Why: "What made you look into it? Who would you want this to take care of?"

Qualify:

Date of birth and height/weight
Any heart, lung, kidney, cancer, diabetes or stroke history?
Current medications
Tobacco in the last 12 months?
What monthly amount would be comfortable?

Present: Quote 3 options (low, middle, high). Recommend the middle one.

Close: "Which one feels right for your family?" Set the first draft date within a week and confirm the bank draft on the call.

No / not now: Set a callback with a real day and time.

Ready when you are Press Start dialing. Leads only come up between 9am and 8pm their local time, Monday to Saturday.

0:00
Waiting

Saving adds the deal to the tracker, so it counts on the weekly board and posts to Slack.

My callbacks

Due callbacks come up first when you dial. You can also call one now.

WhenNameStateLast note

Leaderboard

#AgentDialsTalked toTalk minCallbacksSoldPremium

Call log

Every call, newest first.

WhenAgentLeadResultTalkPremiumNotes

Lead lists

Cost per sale = what you paid for the list divided by sales from it. Keep buying from lists that stay low.

ListLeadsNot calledRetryingCallbacksSoldDoneDialsPremiumCost / sale

Upload leads

Upload the CSV from your lead seller. Duplicates and numbers on your Do Not Call list are skipped automatically.

Match the columns

Pick agents to split them evenly. Pick nobody to share them with everyone.

Phone connection (Telnyx)

Checking...

In Telnyx: Account settings → API Keys → Create API Key. Paste it here and press Connect. The key is stored on the server, never in the page.

Where callbacks ring

When a lead calls one of your dialer numbers back, it forwards here.

Buy local numbers

Leads pick up more when the caller ID is local. About $1 per number per month. Start with 1 per area code you call most.

Caller ID numbers

The dialer picks a number with the lead's area code, then the lead's state, then whichever was used least today. Turn off any number that starts showing as spam.

NumberStateUsed todayOn

Do Not Call list

Paste numbers (one per line or comma separated). They're never dialed again. Agents add to this automatically when they press "Do not call."